Client Support Associate - First Business Financial Services Inc

Join us today as Client Support Associate!
First Business Bank is a Top Workplaces USA company, learn more here. 

At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority — they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other’s differences, and a focus on improving our communities, we are confident you’ll find the experience is your advantage. We’re delighted you’re considering joining us!

OVERVIEW

This position is onsite Monday-Friday 8am-5pm at the Brookfield, WI location.

Specifically, as a Client Support Associate you will:

Be responsible for providing the highest level of client service to all Bank clients, prospects and employees utilizing  in-depth knowledge of Bank products and services. No sales goals!

·        Provide Exceptional Client Service

·        Respond to clients’ questions by answering the telephone promptly, greeting clients upon their entering the bank, and promptly responding to emails.

·        Perform Teller Transactions with Accuracy

·        Receive, verify, and post checks and cash for deposit to accounts.

·        Process withdrawals and cash checks for clients and non-clients.  

·        Issue Cashier’s Checks, foreign currency, and gift cards with available funds.

·        Process and scan all teller transactions through branch capture.

·        Process wire transfer requests.

·        Perform Account Opening and Maintenance with Accuracy

·        Create documents and open deposit products on the bank system for clients with accuracy.

·        Accurately complete stop payment orders, address changes, account information updates, and general account maintenance as requested.

·        Upload debit card applications and perform debit card maintenance as needed.

·        Other Administrative Duties

·        Process Credit Verifications

·        Notary Public Services

·        Review IntraFi reports, print and mail customer notices, and balance GL accounts daily. Open new IntraFi accounts and process corresponding deposit account and GL entries

The successful candidate should have:

• Client facing experience required
• Well-developed client and interpersonal skills.
• Well-developed written and verbal communication skills.
• Ability to engage clients to determine their banking needs.
• Ability to listen and resolve clients’ problems and issues.